Clerk III (OCFO - Treasury Division)

KNOWLEDGE, SKILLS AND ABILITIES

The knowledge, skill, and ability of a Clerk increases with the level of responsibility and experience.

At the entry-level, knowledge requirements might include basic knowledge of:

• Administrative and clerical procedures and systems such as word processing, managing files, records, correspondence, forms, and other office procedures and terminology
• Principles and processes for providing customer service including needs assessment, quality standards for service, and evaluation of customer satisfaction
• Structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar
• Office practices and procedures and routine office supplies and equipment, including spreadsheets and word processing
• Arithmetic, algebra, geometry, calculus, statistics, and their applications
• Circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming
• Basic and commonly used accounting, budget, or other financial management procedures, methods, and techniques associated with clerical types of duties to perform routine and repetitive tasks while learning how to perform full range of such tasks found in the work area
• Information that must be present in documents (such as signatures, schedules, cash receipts, bills, accounting codes, etc.), terminology, forms, or reports that are part of the transaction to review information or identify missing information, prepare final copy of documents, maintain files, respond to routine questions, or perform similar duties
• The workflow of the unit sufficient to route or distribute messages or work to the appropriate personnel
• Simple automated or manual file systems to locate, add, retrieve, or correct routine information using well-established, clear-cut procedures
• Techniques commonly used in locating errors in accounting records

At the intermediate level, knowledge requirements might include detailed, intensive knowledge of:

• Body of standardized regulations, requirements, procedures, and operations associated with clerical duties related to the assigned accounting, budget, or financial management support function
• Various steps and procedures required to perform a full range of accounting, budget, or financial management support duties related to recurring or standardized transactions
• Various accounting, budget, or other financial processing procedures to support transactions that involve the use of different forms and the application of different procedures
• Automated databases associated with a specific accounting, budget, or other financial management function sufficient to input a range of standard information or adjustments, understand recurring error reports and take corrective action, and generate a variety of standard reports
• Structure and content of accounting, budget, or other financial management related documents (e.g., invoices, reports, travel orders and payroll forms) to investigate and resolve routine or recurring discrepancies, check documents for adequacy, or perform comparable actions that are covered by established procedures

At the advanced level, knowledge requirements might include comprehensive knowledge of:

• Body of accounting, budget, or other financial management regulations, practices, procedures, and policies related to the specific financial management support functions
• A wide variety of interrelated steps, conditions, and procedures or processes required to assemble, review, and maintain complex accounting, budget, or other fiscal transactions
• Various accounting, budget, or other financial regulations, laws, and requirements to ensure compliance and recommend action
• Variety of accounting and budget functional areas and their relationships to other functions to research or investigate problems or errors that require reconciling and reconstructing incomplete information, conducting extensive and exhaustive searches for required information, or performing actions of similar complexity
• Automated accounting and budget systems to reconcile errors that require an understanding of nonstandard procedures or to provide assistance in the development of automated procedures for clerical operations
• Extensive and diverse accounting, budget, or other financial regulations, operations, and procedures governing a wide variety of types of related transactions to resolve nonstandard transactions, complaints, or discrepancies, provide advice, or perform other work that requires authoritative procedural knowledge

Skill in:

• Use of personal computers
• Use of Microsoft Office (e.g. Word, Excel, Access, PowerPoint) and other office suite software packages
• Use of Excel (e.g. Formulas, Pivot Tables, Vlookup, Hlookup, other functions, charts, tables) and other financial management software packages functionality
• Use of large complex, multi-departmental financial systems
• Understanding written sentences and paragraphs in work related documents
• Communicate effectively in writing as appropriate for the needs of the audience
• Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times
• Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
• Selecting and using training/instructional methods and procedures appropriate for the situation when learning or teaching new things
• Using mathematics to solve problems

Ability to:

• Interact effectively with senior leadership, subordinates, department personnel, and others
• Communicate information and ideas in speaking so others will understand
• Collect, alphabetize, code, numerically rank, sort, and batch documents

PHYSICAL DEMANDS

• The work may require some physical effort, such as standing, walking, bending, or sitting.
• There are no special physical demands.

WORK ENVIRONMENT

• The Clerk works in an office setting involving everyday risks or discomforts.
• Normal safety precautions are required.